当前，多地正积极推进零碳园区建设。从政策支持到企业实践，零碳园区已成为产业绿色转型的重要抓 手。在零碳园区建设过程中，能源结构转型面临多重现实难题：不同园区存在资源禀赋差异，能源管理 水平参差不齐；园区中小企业参与能源改造存在资金、技术门槛，制约园区能源结构向清洁化、高效化 转型。"智慧化"成为零碳园区走出能源结构转型困境的关键路径。 ● 本报记者郑萃颖 政策与市场驱动零碳园区建设 今年以来，康芬生物CEO徐莉明显感受到零碳园区建设升温。在江苏兴化的工业园区内，康芬生物建设 了4000多平方米的新厂房，工厂屋顶铺设光伏板，为工厂生产供能。同时，邻近的豆制品企业凯宇生物 把生产过程中产生的废弃物豆渣提供给康芬生物，后者通过生物发酵技术生产有机肥料，发酵产生的二 氧化碳用气囊储存后提供给工厂旁的温室，用作供给植物生长的气肥，帮助整个生产流程减碳。目前， 康芬生物还用同样的技术为百威亚太处理生产废料酒糟。 泛华集团相关负责人表示："零碳园区拥有的可溯源绿色电力系统，能显著降低产品碳足迹，帮助中小 企业应对国际绿色贸易壁垒，融入全球绿色供应链。" 在毛乌素沙地边缘的鄂尔多斯零碳产业园，借助当地的风光资源，园区构建了" ...

当前，多地正积极推进零碳园区建设。从政策支持到企业实践，零碳园区已成为产业绿色转型的重要抓 手。在零碳园区建设过程中，能源结构转型面临多重现实难题：不同园区存在资源禀赋差异，能源管理 水平参差不齐；园区中小企业参与能源改造存在资金、技术门槛，制约园区能源结构向清洁化、高效化 转型。"智慧化"成为零碳园区走出能源结构转型困境的关键路径。 ● 本报记者 郑萃颖 政策与市场驱动零碳园区建设 今年以来，康芬生物CEO徐莉明显感受到零碳园区建设升温。在江苏兴化的工业园区内，康芬生物建设 了4000多平方米的新厂房，工厂屋顶铺设光伏板，为工厂生产供能。同时，邻近的豆制品企业凯宇生物 把生产过程中产生的废弃物豆渣提供给康芬生物，后者通过生物发酵技术生产有机肥料，发酵产生的二 氧化碳用气囊储存后提供给工厂旁的温室，用作供给植物生长的气肥，帮助整个生产流程减碳。目前， 康芬生物还用同样的技术为百威亚太处理生产废料酒糟。 "一方面，将工厂按照零碳标准来建设，符合公司主要客户对供应链降碳的要求；另一方面，碳足迹更 少的有机肥料在出口销售时更有竞争优势，可获得产品溢价。"徐莉表示，在兴化工厂建成后，康芬生 物已收到多个园区的入驻邀请 ...

Core Insights - AI technology can enhance the operational efficiency, safety, and economic viability of energy storage systems, and its integration into national energy strategies has been formalized [1][3][9] Group 1: National Strategy and Goals - The National Development and Reform Commission and the Energy Administration have issued implementation opinions that include "AI + Energy" as part of the national energy strategy, aiming to establish over five specialized large models and ten replicable demonstration projects by 2027 [1] - By 2030, the overall AI technology in energy is expected to reach a world-leading level, with a fully developed synergy between computing power and electricity [1] Group 2: Industry Applications and Investments - Energy companies are increasing investments in AI from perspectives of safety assurance, operational efficiency, and revenue enhancement [3] - HaiBoSiChuang plans to expand independent energy storage projects over the next 3-5 years, leveraging its existing AI and big data capabilities [3] - A strategic partnership between NengHui Technology and Ant Group aims to develop "Energy AI Intelligent Agents" to reconstruct management paradigms in renewable energy projects [3] Group 3: Operational Efficiency and Safety - AI can significantly improve operational efficiency in energy storage, transitioning from reactive maintenance to proactive monitoring [5][6] - AI technologies can predict battery health and lifespan, reducing failure rates and enhancing safety through precise diagnostics [4][5] - The integration of AI in operational processes allows for real-time monitoring and predictive maintenance, optimizing energy management and maximizing returns [6][7] Group 4: Market Potential and Economic Impact - The overall service market for energy storage is projected to reach between 40 billion to 50 billion yuan by 2030 [6] - AI-driven algorithms can enhance trading operations by providing accurate price forecasts and optimizing charging and discharging strategies [6][8] Group 5: Challenges and Bottlenecks - Despite the potential of AI, challenges such as data security, privacy protection, and the need for robust computational power remain [9][10] - The development of AI in energy storage is constrained by the need for advanced data centers (AIDC) and the associated high energy consumption [10][11] - The synergy between AI and energy storage must overcome commercial viability challenges due to the uncertain returns of storage projects [10][11]

Core Viewpoint - The company, Nenghui Technology, is transitioning towards the "new energy + new materials" direction based on its forward-looking judgment of the energy industry's development trends and its own technological integration in both new and conventional energy sectors [1] Group 1 - The company has accumulated key technologies in multiple fields, including new energy, conventional energy, and integrated energy [1] - The focus is on the synergy and coupling between different energy forms, particularly in the development of new energy systems and energy storage integration products [1]

Core Viewpoint - The company, Nenghui Technology, remains optimistic about its future development and maintains its profit targets for the year, primarily driven by its focus on photovoltaic new energy system integration and the positive impact of national policies [1] Group 1: Business Performance - The main business revenue of the company continues to be centered on photovoltaic new energy system integration [1] - The company expresses confidence in the fourth quarter and future growth due to the implementation of the national "anti-involution" policy, which is expected to balance the interests within the photovoltaic industry chain [1] Group 2: Profit Targets - The profit target for the current year is aligned with the goals set in the 2024 restricted stock incentive plan [1]

证券日报网讯能辉科技10月15日发布公告，在公司回答调研者提问时表示，公司提供重卡充换电产品和 技术服务，包括设备、软件、运维，致力于构建完整的充换电生态系统。公司目前研发生产的通用版 400KWh充换一体版动力总成，已与包括宁德、国轩等主流电池厂商完成了互换性适配，同时与多家主 机厂展开了商用车项目共享合作机制。公司与徐工新能源签署战略合作协议，将在新能源商用车充换电 站、电池银行的合作投资、建设、运营等方面建立合作关系。 （文章来源：证券日报） ...

Group 1: Company Overview - The company specializes in the research, design, system integration, and investment operation of photovoltaic power stations, while also engaging in new energy technologies and products such as energy storage and smart microgrids [3] - Founded in 2009, the company has a strong foundation with founders from prestigious universities and extensive experience in the energy sector [3] - The company has successfully transitioned to focus on photovoltaic new energy development and has contributed to the rise of mountain photovoltaic projects in Southwest China [3][4] Group 2: Business Strategy and Innovations - The company is undergoing a comprehensive strategic transformation, integrating energy with AI, robotics, computing power, and new materials [4] - Collaborations with Ant Group aim to leverage AI in design and operational management, enhancing efficiency in energy services [4] - Development of third-generation AI smart battery swap robots and partnerships with leading universities and manufacturers to enhance operational capabilities [4] Group 3: Market Expansion and Performance - The company is targeting overseas markets for its energy storage business, with a focus on Europe and the Middle East, having established a subsidiary in Amsterdam [5] - The company aims to provide integrated "photovoltaic + energy storage" solutions, enhancing its competitive edge in international markets [5] - The main revenue source remains photovoltaic system integration, with confidence in profit targets for the upcoming year due to favorable national policies [7]

| 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-10-13 | 114.42万 | 1.22亿 | 4.10% | | 2025-10-10 | 853.65万 | 1.21亿 | 4.01% | | 2025-10-09 | 809.88万 | 1.13亿 | 3.71% | | 2025-09-30 | -79.85万 | 1.05亿 | 3.37% | | 2025-09-29 | 342.76万 | 1.05亿 | 3.43% | 融券方面，当日无融券交易。 融资融券余额1.22亿元，较昨日上涨0.94%。 证券之星消息，10月13日，能辉科技（301046）融资买入1009.17万元，融资偿还894.75万元，融资净买 入114.42万元，融资余额1.22亿元，近3个交易日已连续净买入累计1777.95万元，近20个交易日中有12 个交易日出现融资净买入。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 2025-10-13 | ...

分红方面，能辉科技A股上市后累计派现1.51亿元。近三年，累计派现9059.59万元。 责任编辑：小浪快报 资料显示，上海能辉科技股份有限公司位于上海市长宁区通协路288弄2号楼3楼，成立日期2009年2月24 日，上市日期2021年8月17日，公司主营业务涉及光伏电站设计、系统集成及投资运营一站式服务。主 营业务收入构成为：光伏电站系统集成96.43%，电站运营3.21%，新能源及电力工程设计0.21%，储能 系统集成0.13%，其他业务0.02%。 截至6月30日，能辉科技股东户数1.27万，较上期减少4.55%；人均流通股8904股，较上期增加4.77%。 2025年1月-6月，能辉科技实现营业收入8.99亿元，同比增长44.80%；归母净利润2877.48万元，同比减 少9.47%。 10月9日，能辉科技跌2.08%，成交额1.52亿元。两融数据显示，当日能辉科技获融资买入额2429.19万 元，融资偿还1619.31万元，融资净买入809.88万元。截至10月9日，能辉科技融资融券余额合计1.13亿 元。 融资方面，能辉科技当日融资买入2429.19万元。当前融资余额1.13亿元，占流通市值的2.8 ...

| | | 上海能辉科技股份有限公司 关于 2025 年第三季度可转换公司债券转股情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： | 证券简称：能辉科技 | | --- | | 1、证券代码：301046 | 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自 律监管指引第15号——可转换公司债券》的有关规定，上海能辉科技股份有限公 司（以下简称"公司"）现将2025年第三季度可转换公司债券转股及公司股份变动 情况公告如下： 一、可转换公司债券基本情况 （一）可转换公司债券发行情况 （三）可转债转股期限 本次发行的可转债转股期自可转债发行结束之日满六个月后的第一个交易 日起至本次可转债到期日止，即2023年10月9日至2029年3月30日止（如该日为法 定节假或非交易日，则顺延至下一个交易日）。 （四）可转债转股价格历次调整情况 1、根据《上海能辉科技股份有限公司创业板向不特定对象发行可转换公司 债券募集说明书》（以下简称"《募集说明书》"）及中国证监会关于可转换公司 债券发行的有关规定，"能辉转债"的初始转股价格为37 ...